We've always been a little surprised by the lack of litigation when top talent clients switch representatives. By Eriq Gardner “Most stars receive a number of calls each month from agencies who are ...

I am a lifelong champion of great financial advisors. I’ve reassured myself for years that all technological “innovations” allow the best of those advisors to free up more time to spend with their ...

Lost in short-term planning or more focused on recovering from the financial crisis, many Americans aren t paying enough attention to retirement planning. Processing Content A recent study by Edward ...

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

Inflation is up. Volatility is up. And investor apprehension is up. That means advisors better have their antennas up. And why is that? Because these are precisely the times and circumstances when ...

Fact checked by Vikki Velasquez Key Takeaways Personal, authentic, and consistent emails are more likely to engage clients ...